Carson Wealth (CWM LLC)
CCMP

Carson Wealth (CWM LLC)’s CMC Materials, Inc. Common Stock CCMP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCMP Stock Details CCMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-81
Closed -$14K – 4348
2022
Q2 		$14K Sell
81
-6
-7% -$1.06K ﹤0.01% 2399
2022
Q1 		$16K Buy
87
+61
+235% +$11.3K ﹤0.01% 2238
2021
Q4 		$5K Buy
+26
New +$3.77K ﹤0.01% 2791
2021
Q2 		$7K Hold
49
– – ﹤0.01% 2274
2021
Q1 		$7K Hold
49
– – ﹤0.01% 2274
2020
Q4 		$7K Hold
49
– – ﹤0.01% 2273
2020
Q3 		$7K Hold
49
– – ﹤0.01% 2271
2020
Q2 		$7K Hold
49
– – ﹤0.01% 2270
2020
Q1 		$7K Hold
49
– – ﹤0.01% 2270
2019
Q4 		$7K Hold
49
– – ﹤0.01% 2270
2019
Q3 		$7K Hold
49
– – ﹤0.01% 2269
2019
Q2 		$7K Hold
49
– – ﹤0.01% 2269
2019
Q1 		$7K Sell
49
-24
-33% -$2.48K ﹤0.01% 2267
2018
Q4 		$7K Hold
73
– – ﹤0.01% 1466
2018
Q3 		$8K Sell
73
-8
-10% -$903 ﹤0.01% 1237
2018
Q2 		$9K Buy
81
+8
+11% +$878 ﹤0.01% 1049
2018
Q1 		$8K Hold
73
– – ﹤0.01% 913
2017
Q4 		$7K Hold
73
– – ﹤0.01% 1004
2017
Q3 		$6K Buy
+73
New +$5.38K ﹤0.01% 1048

Other funds holding CCMP

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCMP Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of CMC Materials, Inc. Common Stock (CCMP) in Q3 2022, closing a stake of 81 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in CCMP in Q3 2017 and held it in 19 quarters. The position peaked at $16K in Q1 2022. 3 funds tracked by Wall St. Rank hold CCMP as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining CMC Materials, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 81 CMC Materials, Inc. Common Stock shares in Q3 2022, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in CMC Materials, Inc. Common Stock in Q3 2017 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s CMC Materials, Inc. Common Stock position peaked at $16K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held CMC Materials, Inc. Common Stock as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.